Step 4: Add Demandbase Fields to Salesforce

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Context

The Demandbase ABM Package adds a number of custom fields that you can add to standard Page Layouts within Salesforce. 

Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the custom fields we'll write your engagement data to. Out-of-the-box, we only write to fields created by our App Package. You can add these fields to your page layouts as you see fit. 

For any fields that are not part of the Salesforce Package, create corresponding Account/Lead/Contact fields in Salesforce. See Create Custom Fields in Salesforce.

Prerequisites

  • You must have Admin privileges within your Salesforce Environment. 
  • Install our latest AppExchange Package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
    Important: Even if you already had the Demandbase package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.

Steps

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup in the top right of the page.
  3. In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object you'd like to add fields to. For example, Leads.
  4. Expand the Object, click on Page Layouts. 
  5. Click on the Page Layout you want to add Demandbase fields to.
  6. In the Page Layout area you can see the available fields for your object. When you hover over each field, you can see that Demandbase field names begin with "engagio."
    Important: Currently the name of this data package is Engagio but will be changed to Demandbase in the near future.
  7. Drag each desired Demandbase field anywhere in the Object information area.
    (Optional) Create a new Section on the Page Layout by dragging the Section field into the page. You can then add Demandbase fields to that section.
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  8. Click Save.
  9. Repeat these steps to add Demandbase fields to the Account and Contact Page Layouts.

Outcome

The newly added fields populate with Matched Account data when Demandbase has fully synced with Salesforce. The initial data sync may take 2-5 nights, depending on volume. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.

Add Matched Lead Related List to Accounts

In Salesforce, go to Account Page Layouts. Click Related Lists and select Demandbase Matched Leads. Drag just above or below the Contacts list so that you can view the Account's Contacts and Demandbase Matched Leads at a glance.
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Outcome

The fields will populate during Demandbase's sync. The initial data sync may take 2-5 nights, depending on volume. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.

List of Demandbase Custom Fields

Accounts

Field API Name Field Type Definition Recommendation
Competitive Intent Keywords engagio__Competitive_Intent_Keywords_longtext__c Text Keywords showing competitive intent Must Have
Customer Date CustomerDate__c Date/Time Date account entered designated Customer Journey Stage Must have
Demandbase Journey Stage (was Demandbase Status) engagio__Status__c Text Journey Stage of account Must Have
Engaged People engagio__EngagedPeople__c Number Number of people that have engagement activity in the last 90 days (known and anonymous)
*Anonymous people are merged into one person record
eg. 10 known+5 anonymous=11
Must Have
Engagement Minutes (1 mo.) EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month Must have
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 Months Must Have
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days Must Have
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity Good to have
High Intent Engagement Mins (1 mo.) engagio__IntentMinutesLast30Days__c Number Sum of High Intent engagement minutes in the last 1 month Good to have
High Intent Keywords engagio__HighIntentKeywords_longtext__c Text Keywords showing high intent Must Have
MQA Date engagio__MQADate__c Date/Time Date account entered MQA Journey Stage Good to have
Number of People engagio__NumberOfPeople__c Number Number of known leads & contacts that have been matched to the Account Must Have
Pipeline Date PipelineDate__c Date/Time Date account entered designated Pipeline Journey Stage Must have
Pipeline Predict Score engagio__pipeline_predict_score__c Number Predictive Score assigned to the account based on how likely an account is to becoming an opportunity in the next 30 days Must Have
Qualification Score engagio__qualification_score__c Number Qualification Score assigned to the account based on how likely an account is to ever become a customer Must Have
Sales Touches (14 days) Sales_Touches_14_days__c Number Count of sales activities in the last 14 days Must have
Sales Touches (7 days) Sales_Touches_7_days__c Number Count of sales activities in the last 7 days Must have
Top Web Traffic URL (14 days) engagio__Top_Web_Traffic_URLs__c Text Top 10 web pages visited in the last 3 months Must Have
Web Traffic (3 mo.) engagio__WebVisitsLast3Months__c Number Number of page visits in the last 3 months (known and anonymous) Good to have

Contacts

Field API Name Field Type Definition Recommendation
Department engagio__Department__c Text Department of contact based on Salesforce title field. Check this mapping Good to have
Engagement Minutes (1 mo.) EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month for the contact Must have
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 months for the contact Must Have
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days for the contact Must Have
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity from the contact Must Have
High Intent Engagement Mins (1 mo.) engagio__IntentMinutesLast30Days__c Number Sum of High Intent engagement minutes in the last 1 month for the matched account Good to have
Role engagio__Role__c Text Role of contact based on Salesforce title field. Check this mapping Good to have
Sales Touches (14 days) Sales_Touches_14_days__c Number Count of sales activities in the last 14 days for the contact Must have
Sales Touches (7 days) Sales_Touches_7_days__c Number Count of sales activities in the last 7 days for the contact Must have

Leads

Field API Name Field Type Definition Recommendation
Department engagio__Department__c Text Department of lead based on Salesforce title field. Check this mapping Good to have
Engagement Minutes (1 mo.) EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month for the lead Must have
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 months for the lead Must Have
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days for the lead Must Have
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity from the lead Must Have
Match Time engagio__Match_Time__c Date/Time Date and Time lead was matched to account in Demandbase Good to have
Matched Account engagio__Matched_Account__c Account Account the lead has been matched to based on DB Lead to Account matching algorithm Must Have
Matched Account Matched_Account__c Lookup(Account) Matched account record Must have
Matched Account Annual Revenue engagio__Matched_Account_Annual_Revenue__c Currency Revenue of the matched account Good to have
Matched Account Demandbase Journey Stage (was Matched Account Demandbase Status) engagio__Matched_Account_Engagio_Status__c Text Journey Stage of matched account Must Have
Matched Account Employees engagio__Matched_Account_Employees__c Number Employee Count of the matched account Good to have
Matched Account Engagement Mins (3 mo.) engagio__Matched_Account_EngageMinsLast3Months__c Number Sum of engagement minutes in the last 3 months for the matched account Must Have
Matched Account Engagement Mins (7 days) engagio__Matched_Account_EngageMinsLast7Days__c Number Sum of engagement minutes in the last 7 days for the matched account Must Have
Matched Account HQ State engagio__Matched_Account_HQ_State__c Text HQ State of matched account Must Have
Matched Account Industry engagio__Matched_Account_Industry__c Text Industry of matched account Must Have
Matched Account Name engagio__Matched_Account_Name__c Text Name of matched account Must Have
Matched Account Owner Name engagio__Matched_Account_Owner_Name__c Text Owner of matched account Good to have
Matched Account Type engagio__Matched_Account_Type__c Text Account Type of matched account Good to have
Role engagio__Role__c Text Role of lead based on Salesforce title field. Check this mapping Good to have
Sales Touches (14 days) Sales_Touches_14_days__c Number Count of sales activities in the last 14 days for the lead Must have
Sales Touches (7 days) Sales_Touches_7_days__c Number Count of sales activities in the last 7 days for the lead Must have

 

Next Steps

See Step 5: Add Native Demandbase Charts to Salesforce (Visualforce)

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